Expensify, Inc. (Nasdaq: EXFY), an SEC filer in Services-Prepackaged Software, closed at $2.58, +0.8%, on 2026-08-28, with a market cap of $236M as of 2026-08-27, a return on equity of -16.4%, a net margin of -15.1% and 3-year sales growth of -5.7%. Institutional ownership, earnings history and filed financials are on the tabs below.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,994,5064.0M | $3M | 4.33% | — |
| 2 | Palogic Value Management, L.P. | 2,522,5662.5M | $2M | 2.73% | ADD 80% |
| 3 | Verition Fund Management LLC | 2,350,0002.4M | $2M | 2.55% | NEW† |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,305,6902.3M | $2M | 2.50% | NEW† |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 2,210,6062.2M | $2M | 2.40% | — |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,971,5862.0M | $2M | 2.14% | NEW† |
| 7 | CastleKnight Management LP | 1,730,0621.7M | $2M | 1.87% | — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,369,9591.4M | $1M | 1.48% | TRIM -2% |
| 9 | D. E. Shaw & Co., Inc. | 1,318,1001.3M | $1M | 1.43% | TRIM -2% |
| 10 | MARSHALL WACE, LLP | 914,309914,309 | $795,449 | 0.99% | TRIM -36% |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Verition Fund Management LLC | +2,350,000 | $2M | OPEN |
| VANGUARD CAPITAL MANAGEMENT LLC | +2,305,690 | $2M | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,971,586 | $2M | OPEN |
| Palogic Value Management, L.P. | +1,119,501 | $973,966 | ADD |
| AQR CAPITAL MANAGEMENT LLC | +665,420 | $578,915 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −4,675,746 | $4M | CLOSE |
| AMERIPRISE FINANCIAL INC | −1,837,315 | $2M | TRIM |
| MARSHALL WACE, LLP | −522,398 | $454,486 | TRIM |
| Connor, Clark & Lunn Investment Management Ltd. | −475,380 | $413,581 | TRIM |
| TWO SIGMA ADVISERS, LP | −264,400 | $230,028 | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1.2M | 1.2M | 4.0M | 4.2M | 4.1M | 4.0M | $3M |
| Palogic Value Management, L.P. | 551K | 404K | 501K | 933K | 1.4M | 2.5M | $2M |
| Verition Fund Management LLC | 47K | — | 56K | 56K | — | 2.4M | $2M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 2.3M | $2M |
| ACADIAN ASSET MANAGEMENT LLC | 861K | 1.4M | 2.1M | 2.3M | 2.2M | 2.2M | $2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 2.0M | $2M |
| CastleKnight Management LP | 665K | 768K | 1.3M | 2.2M | 1.7M | 1.7M | $2M |
| GEODE CAPITAL MANAGEMENT, LLC | 545K | 566K | 1.3M | 1.4M | 1.4M | 1.4M | $1M |
| D. E. Shaw & Co., Inc. | 2.4M | 2.1M | 1.8M | 1.5M | 1.3M | 1.3M | $1M |
| MARSHALL WACE, LLP | 1.4M | 1.7M | 1.5M | 1.4M | 1.4M | 914K | $795,449 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
